Shanghai (Gasgoo)- On January 5, Hesai Technology announced at CES 2026 that it plans to lift its planned annual production capacity to 4 million lidar units in 2026 from 2 million in 2025, effectively doubling output. The expansion responds directly to fast-rising demand for lidars in ADAS and robotics, and signals the industry is entering a new phase of ultra-high-volume series production.
Backing that capacity push is the company's sustained delivery momentum. In 2025, full-year deliveries topped 1.6 million units — the fifth straight year in which it doubled its annual tally — with a monthly peak above 200,000 units. ADAS products accounted for about 1.4 million units in 2025, while robotics products exceeded 200,000. By end-2025, cumulative deliveries had surpassed 2.4 million units.
Image Source: Hesai Technology
In the series-production ADAS market, Hesai has secured design wins from 24 automakers across more than 120 models. Notably, its recently refreshed ATX has accumulated orders for over 4 million units from multiple leading carmakers, with series-production deliveries slated to begin in April 2026.
In robotaxis and autonomous trucks, Hesai lidars are widely deployed on vehicles operated by Motional, Baidu's Apollo Go, Didi Autonomous Driving, WeRide, and Pony.ai, among others. Some models are set to carry as many as 8 Hesai lidars, covering both primary and blind-spot sensors.
Across the robotics and industrial segments, Hesai's JT-series miniature 360° ultra-hemispherical 3D lidars have also gained broad market validation. Since launch, cumulative shipments have topped 200,000 units.
At this year's CES, Hesai is showcasing lidar applications across diverse scenarios including MOVA (lawn-mowing robots), Vita Dynamics (intelligent companion robots), and Realsee (3D spatial digitization devices). Hesai will also display its next-generation L3 automotive-grade lidar solutions, including the long-range ETX and the fully solid-state short-range blind-spot lidar FTX. Both adopt compact designs that significantly simplify vehicle integration: ETX can be placed behind the windshield or within the cabin, while FTX targets short-range blind-spot monitoring — together building a 360° safety-sensing network around the vehicle.
The new L3 automotive-grade lidar solution has secured its first passenger-vehicle series-production program, with mass production planned to start in late 2026 or early 2027.
Hesai's in-house R&D and manufacturing capabilities underpin the capacity doubling. Through its self-built integrated manufacturing center and four generations of proprietary ASIC chips, the company has achieved high product consistency, rapid iteration, and scalable replication. Its fully automated production lines can turn out one lidar every 10 seconds on average.
As domestic business improves steadily, Hesai is also advancing a global capacity footprint. Its new "Galileo" plant in Bangkok, Thailand is under steady construction and is expected to start production in early 2027, aimed at building a more resilient global supply chain to support long-term growth.
